Up, Up and Away in the Netherlands
Amino has announced that it is to deliver a major “upcycling” programme for T-Mobile Netherlands. The deal will also include a deployment of Amino Aria HEVC-enabled (4k) devices and the client is also installing the AminoOS Service Assurance Platform. Over the past three years, Amino has made strong progress on standalone software sales. Today’s release confirms the group’s fourth major contract win in upcycling. The release does not disclose the contract size and potential value to Amino and we make no revisions to forecasts. Nevertheless, we believe the contract will deliver a material capital expenditure saving for T-Mobile Netherlands (running into the €Ms) via upcycling existing hardware in the field rather than undertaking a new deployment. Payback is therefore near-instant, while upcycling offers significant improvement in hardware RoI and the potential to deliver new services over existing infrastructure.